DRAM prices soar as hyperscalers pay 50% more for only partial orders

Samsung has made a remarkable recovery in its semiconductor division during the third quarter of 2025, reporting an operating profit of KRW 12.2 trillion (approximately US$8.6 billion). This significant turnaround, which more than doubled the profit from the previous quarter, marks the end of four consecutive quarters of decline. The resurgence is largely attributed to the rising demand for AI technologies, showcasing how the tech giant's Device Solutions division is adapting to market needs. This recovery is crucial not only for Samsung but also for the global semiconductor industry, as it reflects a broader trend of increasing reliance on advanced technologies.

According to TrendForce, the DRAM market is set to rebound significantly by 2026, with revenues projected to exceed $231 billion, more than quadrupling from the low point in 2023. This surge is largely attributed to the increasing demand for high-bandwidth memory (HBM) chips driven by the booming AI industry. This growth is crucial as it highlights the vital role that memory technology plays in supporting advancements in artificial intelligence, which is becoming an integral part of various sectors.

Samsung has reported a remarkable 8.85% increase in revenue year-over-year for Q3, reaching approximately $60.5 billion, surpassing estimates. Additionally, the company's operating profit soared by 32.9% to around $8.57 billion, more than doubling from the previous quarter. This surge is largely attributed to a rebound in the chip business, which had faced significant challenges recently. This positive financial performance not only highlights Samsung's resilience but also signals a potential recovery in the tech sector, making it a noteworthy development for investors and industry watchers alike.

SK Hynix has completely sold out its DRAM, NAND, and HBM semiconductor capacity through 2026, driven by the booming demand for AI technologies. This surge in sales has resulted in an impressive operating profit of 11.4 trillion won, or about $8 billion, for the third quarter of 2023. This news is significant as it highlights the growing reliance on advanced semiconductor technology in various industries, particularly in AI, which is reshaping the tech landscape.

Samsung is introducing ads on its $2000 smart refrigerators, marking a controversial shift in how smart home devices are used. This move raises concerns about privacy and the commercialization of everyday appliances, as consumers may feel overwhelmed by advertisements in their own kitchens. It's a significant development that could change the landscape of smart home technology and consumer expectations.

SK Hynix has announced that its production capacity for DRAM, NAND, and HBM has been fully booked for the upcoming year, highlighting the growing demand for these technologies, particularly from OpenAI. This is significant as it underscores the increasing reliance on advanced memory solutions in AI applications, indicating a robust market trend and potential growth opportunities for both SK Hynix and the tech industry at large.

A recent study discusses the challenges posed by heterogeneous chiplet-based systems, particularly focusing on the latency issues introduced by Network-on-Interposer (NoI) during large-model inference. As parameters and activations frequently shift between HBM and DRAM, this can lead to significant tail latency, impacting overall system performance. Understanding these dynamics is crucial for optimizing future chiplet designs and improving computational efficiency, especially as demand for high-performance computing continues to grow.

Great news for tech enthusiasts! Best Buy is offering a fantastic deal where you can save $250 on the Samsung Galaxy Watch 8 Classic when you trade in your Galaxy Watch 5 Pro or Watch 6 Classic. This promotion not only makes upgrading more affordable but also includes a free band, making it a perfect time to enhance your smartwatch experience.

ScaleAI is making significant strides in the field of artificial intelligence, showcasing how enterprise leaders are effectively leveraging generative and agentic AI technologies. This progress is crucial as it highlights the potential for businesses to enhance their operations and innovate, ultimately driving growth and efficiency in various sectors.

Delta Sharing is experiencing remarkable growth, boasting a 300% increase year-over-year. This surge highlights the platform's effectiveness in facilitating data sharing across organizations, making it a vital tool for businesses looking to enhance their analytics capabilities. As more companies adopt this technology, it signifies a shift towards more collaborative and data-driven decision-making processes.

The recent partnership between Databricks and Palantir is already making waves, with over 100 customers leveraging their combined strengths to transform their businesses. This collaboration not only enhances data analytics capabilities but also empowers organizations to make more informed decisions, driving innovation and efficiency. It's exciting to see how these companies are shaping the future of business through their strategic alliance.

WhatsApp is enhancing its security features by allowing users to utilize passkeys for their backups. This update is significant as it adds an extra layer of protection for personal data, making it harder for unauthorized access. With cyber threats on the rise, this move reflects WhatsApp's commitment to user privacy and security, ensuring that sensitive information remains safe.

The article highlights the significance of standard-cell architecture in adaptable ASIC designs, emphasizing its benefits such as being fully testable and foundry-portable. This innovation is crucial for developers looking to create flexible and reliable hardware solutions without hidden risks, making it a game-changer in the semiconductor industry.

WhatsApp has introduced a new feature that allows users to protect their end-to-end encrypted backups with passkeys. This enhancement is significant as it adds an extra layer of security for users' data, ensuring that their private conversations remain safe even when stored in the cloud. With increasing concerns over data privacy, this move by WhatsApp is a proactive step towards safeguarding user information.